BDreamz Consultancy Services expertise in the following Solutions for Start-ups, MSME and SMEs.Area of Expertise✅ Liability Risk Management (Cyber Security, Directors & Officer Liability, Professional Indemnity, Error & Omission, Credit Trade, Public Liability, Product Recall Guarantee and Financial Loss Liability, Public Offering of Securities Insurance, Clinical Trial Liability, Keyman, Employer-Employee)✅ Estate & Legacy Planning (Inheritance, Retirement, Charity, Income & Asset Transfer)✅ Structured Employee Benefits

- Cross Selling ICICI Bank and Bank Subsidiaries offerings (Insurance – General and Life; Home Loan, Funding, CMS, Corporate Credit Card, Wealth and Private Banking), Create awareness about Good practices and New product offering which are prevalent in the Industry - Customer Acquisition: Generate new leads through references from existing Asset clients and other ICICI Bank teams (internal and subsidiaries) to be acquired as Asset Customers for SMEAG Team- Relationship Enhancement – Was serving as a One Point contact for any requests, query resolutions, grievances with respect to banking products and Offering for SMEAG Karnataka Clients- Customer Grievances – Intervene and liaison with different ICICI Group teams to resolve customer grievances, queries about any product or offerings; Escalate matter to the appropriate authority in case the resolution for the grievance has not been arrived at; Ensure satisfactory resolution of the queries- Local Alliances – Promotional campaign in collaboration with existing SMEAG Asset clients, for ICICI Bank debit and Credit Cardholder Customers

- Customer Acquisition: Conceptualized and implemented ICICI Bank VC Circle Investment Summit and ICICI Bank Agri Wisdom Seminar initiatives for acquisition of new clients. ICICI Bank VC Circle Investment Summit is a platform for Private Equity (PE) Investors and SMEs to interact and network. ICICI Bank Agri Wisdom Seminar is a platform created by liaisons with local Trade Association to leverage on their knowledge, expertise and membership base.- Handled SME CEOs Knowledge Series to disseminate knowledge by providing one-to-one mentoring sessions and showcasing success stories to SMEs- Customer Relationship: Conceptualized and implemented 'Super League', a customer relationship program with exclusive benefits and privileges to deepen the relationship with top Asset customers. Super league consisted of Mentoring/ networking sessions, Invitation to exclusive lifestyle events, exclusive offers through partners on lifestyle products and regular communication- Customer communication: Periodical newsletters, Knowledge mailers, Updates on product enhancement of products and processes were communicated to the customers adhering to Brand guidelines of the Bank - Conceptualized and implemented team based Reward & Recognition program for employees, “Superstar” for Performance Tracking, Reward and Recognition, Building Capabilities, Knowledge Sharing & Team Engagement- Planned and Commissioned Market Research for Customer Satisfaction scores and implementation of Scoring Matrix for the Relationship Managers

- Streamlined the processes involved with life-cycle of outsourced persons (OSP)- Completed Documentation of OSP and generation of unique identity CRN Code - Conducted Performance Monitoring & Productivity Analysis (R&R) of outsourced person- Managing Grievance Resolution platform for Channel partners & OSP - Prepared MIS and reports for circulation to Senior management

- Develop Financial products in Agri domain- Managing Agricultural Commercialization & Enterprise (ACE) Program, a 1500.0 Mn program funded by United States Agency for International Development (USAID)